Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

Westpac share price rises as traders bet on March 17 RBA hike

Westpac share price rises as traders bet on March 17 RBA hike

Westpac Banking Corp finished Friday up 1.1% at A$40.99, with investors buying back into Australian banks ahead of the Reserve Bank of Australia's March 17 policy call. This shift is significant—Westpac economists, from the country’s third-largest bank by market value, now tip a pair of 25 basis point hikes in March and May. That would push the benchmark cash rate to 4.35%. A basis point equals one-hundredth of a percentage point.
March 14, 2026
Lynas Rare Earths Stock Price Holds Weekly Gains as Fresh Japan MOU Broadens Growth Plans

Lynas Rare Earths Stock Price Holds Weekly Gains as Fresh Japan MOU Broadens Growth Plans

Lynas Rare Earths slipped 2.2% to close at A$20.70 Friday, pulling back after gains earlier in the week. The miner announced a new, non-binding memorandum of understanding with Japan Australia Rare Earths, focused on exploration and mine development in Brisbane. The new agreement lands just after Lynas took a significant step on March 10, finalizing long-term supply terms with JARE that stretch through 2038. That contract locks in an annual 5,000 tonnes of neodymium-praseodymium—NdPr, the rare earth vital for permanent magnets in electric vehicles, robotics, and military gear—at a minimum of US$110 per kg. It also opens the door for up to 75% of Lynas’s heavy rare earth oxides to head to Japan.
March 14, 2026
CSL Stock Price Near 52-Week Low After Dividend Fix, Buyback Support

CSL Stock Price Near 52-Week Low After Dividend Fix, Buyback Support

CSL Limited fixed the Australian dollar payout for its interim dividend and continued its buyback, but those steps barely budged the mood around the biotech stock. Shares finished Friday at A$141.03, not far from the 52-week low of A$139.22 hit earlier in the session. Investors are weighing whether February’s steep profit miss and the sudden CEO departure signal a bottom—or something more drawn out. CSL has dropped 43.6% in the past year, following an 81% plunge in first-half earnings. The company blamed soft plasma and vaccine sales, one-offs, and Paul McKenzie’s abrupt exit at the top. Shares slid to lows not seen since 2018 after the announcement.
March 14, 2026
Evolution Mining Share Price Falls 3% as Gold Drops and Northern Star Shock Hits ASX Miners

Evolution Mining Share Price Falls 3% as Gold Drops and Northern Star Shock Hits ASX Miners

Evolution Mining dropped 3.22% to finish at A$13.51 on Friday. Trading volume hit 11.24 million shares. Gold names in Australia took a hit as prices slipped and a steep selloff hit sector peer Northern Star Resources. This shift stands out: Evolution, a clear beneficiary of the gold surge, saw its stock peak at A$17.75 on March 2. Now, with Friday bringing fresh pressure, the miner is heading into a quarter where its board faces key decisions on growth plans at Northparkes and Ernest Henry.
March 14, 2026
National Australia Bank Stock Price Rises: Why NAB Shares Gained on Rate-Hike Bets

National Australia Bank Stock Price Rises: Why NAB Shares Gained on Rate-Hike Bets

National Australia Bank jumped 1.53% Friday, settling at A$47.11, as traders looked ahead to a possible Reserve Bank of Australia rate hike next week. Commonwealth Bank closed up 1.26%, finishing at A$173.76, while Westpac advanced 1.11% to A$40.99, according to Reuters market data. This shift has teeth, with rate expectations jolting in short order. A fresh spike in oil prices has steered Australian investors toward bets on rates staying elevated, fueling the higher-for-longer trade. That tends to play well for banks: wider net interest margins—what they pocket on loans after covering funding—assuming credit quality doesn’t slip.
March 14, 2026
Fortescue Ltd Stock Jumps 4% as China’s BHP Curbs Lift Iron Ore Prices

Fortescue Ltd Stock Jumps 4% as China’s BHP Curbs Lift Iron Ore Prices

Fortescue Ltd surged 4.1% to A$20.49 late Friday, as China tightened restrictions on BHP’s iron ore, sending prices for the commodity to a two-month peak and fueling talk that Fortescue could come out ahead. It matters now: China is still Fortescue’s main customer, and state-owned China Mineral Resources Group, or CMRG, handles ore purchases for over half the steel mills in the country. Fortescue has been working for months to strengthen its connection there. CEO Dino Otranto, back in January, said the partnership had to get “much more comprehensive.”
March 13, 2026
Woodside Energy Stock Price: Why WDS Slipped Even as Oil Topped $100

Woodside Energy Stock Price: Why WDS Slipped Even as Oil Topped $100

Woodside Energy Group Ltd’s American depositary shares trading in New York edged down 0.7% to $22.19 late Friday. Brent crude, meanwhile, finished at $103.14 a barrel—topping $100 for the first time since August 2022. The S&P 500 dropped 0.6%. “Headlines were hitting markets like water from a fire hose,” said Mitch Reznick, group head of fixed income at Federated Hermes. The mismatch is hitting now, with Woodside particularly vulnerable given its focus on oil and LNG, the latter moved as a super-chilled cargo by sea. Analysts at Goldman Sachs are calling for Brent to average above $100 in March and $85 in April. In a prolonged disruption scenario, they’re pegging fourth-quarter Brent at an average of $93, and say spot
March 13, 2026
Batlow Petrol Shortage: NSW Town Runs Dry as Iran War Squeezes Australia’s Fuel Supply

Batlow Petrol Shortage: NSW Town Runs Dry as Iran War Squeezes Australia’s Fuel Supply

BATLOW, March 14, 2026, 09:04 UTC+11. Batlow, tucked in the foothills of New South Wales’ Snowy Mountains, saw its only service station run dry. The independent operator couldn’t stomach the risk of restocking amid volatile wholesale prices and Middle East war disruptions. Locals now face trips out of town just to fill up, with the regional shortage illustrating how a national supply squeeze plays out on the ground.
March 13, 2026
Commonwealth Bank of Australia Stock Price Rises to A$173.76 as RBA Hike Bets Build

Commonwealth Bank of Australia Stock Price Rises to A$173.76 as RBA Hike Bets Build

Commonwealth Bank of Australia finished Friday’s session up 1.26% at A$173.76, shares shifting between A$171.99 and A$174.90, with investors snapping up the country’s top lender before the Reserve Bank of Australia’s meeting next week. The S&P/ASX 200 benchmark slipped 0.1% to 8,617.10. This shift is significant: traders have moved quickly to adjust their outlook on the RBA. According to a Reuters poll released Friday, 23 out of 30 economists now see the cash rate jumping by 25 basis points to 4.10% on March 17. Back in February, the consensus had rates holding at 3.85%.
March 13, 2026
Northern Star Resources share price dives 19% after fresh FY26 gold output warning

Northern Star Resources share price dives 19% after fresh FY26 gold output warning

Northern Star Resources fell sharply on Friday, tumbling 18.75% to A$21.75 after the company warned it may miss the lower bound of its fiscal 2026 output target. Ongoing issues at Kalgoorlie Consolidated Gold Mines and softer mining productivity at Jundee are weighing on operations. Northern Star felt the blow, just weeks after gold’s surge helped push its shares to a record A$30.16 on Feb. 11, following a 49% jump in first-half profit. Now, a fresh warning has investors questioning if soaring bullion is enough to cushion operational missteps at the miner’s key sites.
March 13, 2026
BHP Share Price Falls 2.3% as China Tightens Iron Ore Curbs, Then Softens One Ban

BHP Share Price Falls 2.3% as China Tightens Iron Ore Curbs, Then Softens One Ban

Shares in BHP Group Ltd closed at A$49.80 on Friday, slipping 2.3% after China raised the pressure on the company’s iron ore shipments. Reuters, late in the day, said Chinese authorities would temporarily allow steel mills to accept deliveries of Jimblebar fines—a fine-grained ore—from BHP for roughly a week. One restriction gets a brief pause, but the broader standoff remains unresolved. BHP had been a standout on the ASX after posting a half-year profit that beat forecasts, and with a dividend payout that topped expectations, the shares hit a record in February. For the first time, copper pulled ahead of iron ore in first-half operating earnings. “They smashed everyone’s expectations from a dividend perspective,” said Argo Investments portfolio manager Andy
March 13, 2026
Sunbelt Rentals Stock Price Rebounds After Forecast Lift, New $1.5 Billion Buyback

Sunbelt Rentals Stock Price Rebounds After Forecast Lift, New $1.5 Billion Buyback

Sunbelt Rentals Holdings stock added roughly 3% Friday afternoon, rebounding from Thursday’s drop after the equipment rental company bumped up its full-year rental-revenue forecast midpoint and announced plans for a new $1.5 billion share repurchase. Shares traded near $72 at 2:56 p.m. Eastern, compared with Thursday’s closing price of $69.84. Sunbelt’s early bounce comes just days after it took over from Ashtead Group as the U.S. parent and moved its primary stock listing to New York. Investors now have a first look at results prepared under U.S. GAAP, scanning the numbers to see if big-ticket projects are enough to balance out a slowdown in smaller, local non-residential construction.
March 13, 2026
Antofagasta plc Stock Price Falls 5.5% as Copper Slips, Miners Reel

Antofagasta plc Stock Price Falls 5.5% as Copper Slips, Miners Reel

Antofagasta plc finished the day down 5.53% at 3,503 pence on Friday, sliding far more than the FTSE 100’s 0.43% decline as mining stocks got hammered across Europe. The European mining sector lost 3.3% with copper prices under pressure. The shift is significant for Antofagasta, which centers its operations on copper and related products. Shares were down close to 10% from Tuesday’s finish at 3,881 pence, trading 21.7% beneath the 52-week peak of 4,475 pence set back on Feb. 25.
March 13, 2026
Why Imperial Brands PLC Stock Price Rose 2.4% as Buyback Rolls On Before Key Dividend

Why Imperial Brands PLC Stock Price Rose 2.4% as Buyback Rolls On Before Key Dividend

Imperial Brands climbed 2.37% to 3,201 pence on Friday, standing out as one of the FTSE 100’s few gainers while most names slipped. The company reported buying back 12,064 shares for cancellation on March 13, paying an average price of 3,130.72 pence each. Imperial, still in buyback mode, trimmed its share count again just a day ago—snapping up 378,901 shares at an average price of 3,104.07 pence. Next up is the final dividend payment, set for March 31. Investors now look to the company’s next trading update, which lands April 14.
March 13, 2026
National Grid Share Price Near Record High as £70 Billion Plan Outweighs Ofgem Setback

National Grid Share Price Near Record High as £70 Billion Plan Outweighs Ofgem Setback

National Grid shares hovered close to their March 2 highs on Friday, following a robust performance the previous session. Investors shrugged off the latest UK regulatory setback, zeroing in on the utility’s broader growth strategy. The stock finished Thursday at 1,368 pence, up 2.51%. By 1553 GMT on Friday, Cboe Europe data put it at 1,371.75 pence. That’s important now, since investors look to be supporting National Grid’s bigger spending plans, despite Ofgem forcing a £20 million redress from its UK transmission division on Wednesday. The company had only just raised its medium-term framework and upgraded its FY2027 earnings growth target less than two weeks earlier.
March 13, 2026
easyJet Share Price Falls 3% as Oil Above $100 Revives Fuel-Cost Fears

easyJet Share Price Falls 3% as Oil Above $100 Revives Fuel-Cost Fears

easyJet shares slid 2.99% to 369.4 pence on Friday, MarketScreener data showed, capping a five-day loss of 9.66%. The stock has now fallen 27.65% since the year began. This shift lands at a tricky moment: oil is back over $100 a barrel, right as European airlines ramp up for summer bookings. Jet fuel has spiked sharply—Reuters put it at $150-$200 a barrel, up from $85-$90 just days ago. Goldman Sachs on Friday also bumped its average Brent price target for March above $100.
March 13, 2026
Intertek Share Price Hits 52-Week Low as Investors Look Past New Compliance Service (Investing.com)

Intertek Share Price Hits 52-Week Low as Investors Look Past New Compliance Service (Investing.com)

Intertek Group shares slipped further on Friday, ending the session at 3,734 pence after dipping as low as 3,724 pence during the day—hitting the bottom of their 52-week range. The stock has been under pressure since the quality assurance company’s annual results landed on March 3, prolonging a slide in the London-listed name. The latest decline is drawing attention, with investors zeroing in on what was absent from Intertek’s results instead of the company’s new growth strategy. Just hours ahead of the session end, Intertek rolled out Digital Product Passport services — digital records tracking product, compliance, and sustainability data — aimed at manufacturers, brands, and retailers dealing with stricter supply-chain regulations.
March 13, 2026
1 161 162 163 164 165 244